// STOCKS

Nvidia gained 0.78% to $214.25 in a mixed AI-name session. Yahoo Finance ran a 'bubble' segment on the AI trade; Micron's 850% YTD run highlighted memory leverage, not chip-design weakness.

Tesla closed at $442.10 (+0.40%), drifting higher with the broader Nasdaq. SpaceX-merger overhang dominated the news flow; production headlines absent.

Apple added 0.53% to $312.51, a quiet grind on Best Buy's positive read-through (gadget demand + tax refunds) without major company-specific news.

Microsoft surged 3.47% to $426.99, the day's mega-cap leader on a multibillion-dollar Pentagon software deal report from Dell. Azure/AI demand stack stays in play.

Meta closed unchanged at $635.29 as Instagram/Facebook/WhatsApp subscription chatter went sideways. Anthropic $1T valuation headlines redirected AI-capex attention away from in-house Meta spend.

Alphabet rose 0.33% to $390.13. Anthropic's Claude Opus 4.8 release plus the $1T pre-IPO valuation reinforced GOOGL's strategic investment thesis; Samsung HBM4E added an upstream positive.

Amazon gained 0.79% to $274.00 with Snowflake's AWS partnership and AI-demand story providing a lift. AWS leverage to enterprise AI capex still the cleanest read.